Personal Finance Management

by Clayfin · Digital banking · India

PFM tools for customers

What Personal Finance Management does

• Budgeting and expense tracking
• The spending pattern from mobile connects to the goal set on web.
• Multi-bank PFM
• Auto categorization (Income/Expense)
• Goals: FD/RD Budget tracking
• Merchant insights
• Admin user controls

What Personal Finance Management is used for

• Categorise and review customer spending patterns
• Set budgets and track expenses
• Detect customer goals and time product offers

Who Personal Finance Management is for

• Banks

About Clayfin

Omnichannel digital banking platform for retail, corporate and wealth banking, with personal finance management tools.

Clayfin in the vendor registry: its products, features and similar vendors.

Also by Clayfin

• Smart Retail Banking: Retail internet and mobile banking
• Corporate Banking: Corporate internet banking
• Channel Analytics: Analytics on digital channel usage
• Wealth Management: Digital wealth management

More in this category: Digital banking platforms.

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Built by Vederca from public sources, last updated 2026-10-18.